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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,073 | $62,592+218.1% | $85,709+132.3% | $85,847+131.9% |
| Participation rate | 59.0% | 61.1%-2.1pp | 69.9%-10.9pp | 69.3%-10.3pp |
| Annual return | 10.38% | 23.77%-13.4pp | 21.49%-11.1pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,862 | $1,755+6.1% | $2,619-28.9% | $2,565-27.4% |
| Participant deferral / active EE | $3,534 | $2,802+26.1% | $3,924-9.9% | $3,952-10.6% |
| Admin fee / account holder | $6,577 | $4,643+41.7% | $6,876-4.4% | $6,261+5.0% |